There’s some fascinating charts and data in this excerpt of @amcafee’s new book on the dematerialization of the US economy. https://t.co/c2vBCDMQSG pic.twitter.com/jzQnYUlAfb — Alex Rubalcava (@AlexRubalcava) October 13, 2019

In theory, QE works by reducing long-term interest rates: bond purchases equal to 10% of GDP are estimated to reduce rates by 0.5 to 1ppts. But we might expect future QE programmes to be less effective b/c long-term bond rates are at or near historic lows. https://t.co/yDtLFjt8w6 pic.twitter.com/WPh4cOxI0P — Holger Zschaepitz (@Schuldensuehner) September 30, 2019

Must be just another coincidence. This survey across households with higher education just started to tip over. Yet, stocks remain near record levels. Incredible how correlated this indicator has been with the changes in the business cycle. pic.twitter.com/URNbRC6dPV — Otavio (Tavi) Costa (@TaviCosta) October 1, 2019

The amount of U.S. Treasury securities outstanding has roughly tripled since 2008 to $18 trillion. Where are all these Treasuries going? https://t.co/ChJqOETcvb pic.twitter.com/0tgYUleXI3 — Bloomberg Opinion (@bopinion) September 27, 2019

#Repo thoughts simplified for myself: It's like cirrus clouds As an aviation aficionado and private pilot, I have always paid attention to the weather. And cirrus clouds are the first sign that a Warm Front (ie trouble) might be in the horizon. https://t.co/PPWhX5twmM — Mark Gutman (@MarkGutman9) September 26, 2019

In my meetings with members of US Congress over the past few days.Something strange happening.Jiang Feng (former head of the chinese SEC (CSRC) and now head of Shanghai Stock exchange)has been making the rounds in DC telling congressmen that chinese companies don’t need audits 1/ — Kyle Bass (@Jkylebass) September 26, 2019

The HK exchange bid for the LSE is rooted in the fact that the LSE owns FTSE indicies. Chinese bonds aren’t currently in the FTSE. The crafty Chinese are thinking that a $39billion bid for the exchange can net them $200 billion in capital flows once they force inclusion #china — Kyle Bass (@Jkylebass) September […]